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May 2018 Update

May 2018 Update

by Sandi Martin | May 28, 2018 | Fee Only Financial Planning, Monthly Spring Update, Personal Financial Planning, Real Customer Service

You might not know this, but at Spring, we kiss a lot of frogs. In my neck of the woods, it’s spring peeper season, which means that if you’re near a pond at dusk you’ll hear a chorus of tiny little frogs making some of the most beautiful music on earth. (Have a...

Dear Big, Enormous Bank With Little Competition, Please Blow My Mind

by Sandi Martin | Oct 24, 2013 | Blog, Inside the Bank, Personal Finance, Real Customer Service

Hi. You probably don’t remember me. I was one of a series of warm bodies in that cubicle in Newmarket, the office (with a door!) in Huntsville, and the other office (with a window!) in Bracebridge. I mostly didn’t meet my sales targets and never made my cold-call...

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